*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
3366 Riverside Dr
Upper Arlington, Ohio 43221
Title: Disappointing Experience with Brown & Brown Tax Services Review: ?? We have been using Brown & Brown Tax Services for several years, even before COVID-19. Initially, they were responsive and prepared our taxes on time. However, our recent experience has been disappointing. Currently, it is difficult to get clear answers or timely updates from them. We have had to reach out multiple times for simple updates, which has been frustrating. After a mistake in our return, we decided not to use their ser
Working with Brown & Brown, CPA?s over the past five years we have remained satisfied customers. Jeremiah and his team gave us valuable tax advice relevant to our rental LLC. Our questions were always answered in a timely and thorough manner. Filing was straightforward and easily managed online. You are in good hands with this knowledgeable and professional firm. Highly recommend.
I have worked with Brown and Brown, CPA?s since 2010. We had a small business until recently, and Jeremiah and his team were always very helpful and willing to answer any questions in a timely manner. They are very professional and efficient and do an excellent job with customer service for their clients. They are also our personal accountants and always respond to any information requests quickly and knowledgeably. I have recommended Brown and Brown, CPA?s to several friends and family. They have alway
Brown & Brown CPA's has done my taxes for more than 5 years, and the service has always been excellent. They are always accurate, efficient, and very thorough. The checklist they go through with the client at the beginning of the process is very helpful to me because it helps me remember things I may have otherwise missed. They serve as a liaison with the IRS to answer any questions that might occur. When the tax returns are completed, I appreciate the preview copy of the tax returns prior to meeting in
Brown & Brown CPAs delivers exceptional service and provides excellent advice at reasonable rates. I have worked with Jeremiah Brown, CPA in a professional capacity for more than 20 years as both a co-worker and client. Brown & Brown CPAs are always on top of current accounting developments and go the extra mile for clients when difficult issues present themselves. I highly suggest hiring Brown & Brown CPAs for your bookkeeping, audit, tax or other accounting professional service needs.
I have worked with Brown and Brown CPAs since I started my small business in 2006. They were very helpful in answering my questions and helping me manage my Quickbooks. The have always been very thorough with my taxes and found several ways to lower the tax that I owed. I really felt like they wanted to get to know me and my business, so they could do the best job on my tax return. Very professional and trustworthy!
I stumbled upon Brown & Brown CPAs 4 years ago by a postcard they sent to me regarding their tax preparation services. They?ve completed my taxes every year since then. Jeremiah Brown has always done an excellent job getting this done quickly for me at a very reasonable cost. Each year we go through a detailed checklist to see what the potential opportunities might be that year for tax savings. There have been a couple of times where a question has come to me afterwards and it simply took a quick phone cal
I?ve used Brown and Brown for my tax returns the past five years and have had a very positive experience every time. Jeremiah and his team are thorough, efficient and always timely in their responses to questions and deadlines. I can?t recommend them enough.
My husband and I used Brown & Brown CPAs this year for the first time based on previous reviews being pretty stellar. We weren't disappointed. Their service costs were reasonable, quick and they kept us in the loop very well of how they filed for us. The only minor issue I had is that their actual building was the tiniest bit hard to find. It was an otherwise seamless and painless experience - which is how I like my tax filing to go.
We highly recommend these CPA's for many reasons. Professional, ethical, and accurate. We always count on them to do our annual reviews and tax returns in a timely and thorough manner. They guide us in staying up to date with accounting software and are always aware of the ever changing tax laws. We enjoy their upbeat and friendly attitude, as well. It makes the burden of accounting just a bit less burdensome.
?I?ve been a client of Brown and Brown for several years now and as a small business owner , I?m extremely pleased with Jeremiah and his team of accounting specialists and the efficiency with which they handle not only my yearly taxes, but also answering the odd question or two I will inevitably have during the year. Brown and Brown is a well-groomed, professional and, above all, personable business that I recommend for any business owner and non-business owner alike.?
Jeremiah and his team are very thorough, professional, accurate and efficient. They are always available when I have questions....even after tax season!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.